Cody Hotman is a financial advisor with LPL Financial based in Iowa City, IA. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to joining LPL, he held positions at Greenstate Credit Union, the University of Iowa, DP Dough, Fenix Pest Control, Hy-Vee, and Indianola High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Kaylee Shelman is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at University of Iowa Hospitals & Clinics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Anthony Schau is a financial professional based in Iowa City, IA, affiliated with Cetera. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience. His work history includes longtime roles at North Star Resource Group and Securian Financial Services. Outside of advisory activities, he is involved as an agent/broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC operates as a multi-manager platform that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across discretionary and non-discretionary programs.

Cameron Tammen is a financial professional at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at firms including Securian Financial Services and Minnesota Life Insurance Company. In addition to his advisory role, he offers group and employee benefits as a fixed insurance agent through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides various portfolio management and retirement services through a multi-manager platform, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Riley Larson is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent a year at Securian Financial Advisors. Outside of his advisory role, Larson is an associate at James Investment Group, Inc., where he serves as a registered service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance clients through a unique municipal advisor affiliation.

Michael Margolin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 46 years of industry experience. His work history includes roles at Cetera Wealth Services, LLC, VOYA Financial Advisors, and self-employment since 1976. He serves on the cemetery committee for Agudas Achim Congregation and is a member of the synagogue’s ways and means committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

William Montag is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked with Securian Financial Services, Inc. and C.R.I. Securities, Inc. for over two decades. Montag serves as treasurer of a nonprofit condominium association, assisting with budgeting and financial reporting. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, including access to third-party money managers and various program structures.

Alicia Mitros is a CFP® professional with four years of experience, currently affiliated with Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research, Inc. since 2022. Outside of her advisory work, she serves as a volunteer president of the Wickham PTO in Coralville, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, with access to proprietary and third-party strategies tailored to client objectives.

Kelly Barta is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Iowa City, IA, with seven years of industry experience. Prior to joining Edward Jones in 2018, Barta worked for three years at University of Iowa Hospitals and Clinics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Hannah Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked with several organizations, including the National Program for Playground Safety and the Financial Decisions Group. Outside of her advisory role, she assists other advisors at Flagship Partners Inc. as an associate financial advisor. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach integrates research, third-party data, and algorithmic tools to deliver tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Tina McLaskey is a CFP® with 22 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2018, and has held roles at Sii Investments, Inc. and Todd Jacobson since 2003. In addition to her advisory work, she is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and extensive asset management capabilities.

Robert Rindels is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, Rindels serves on the boards of St. Marks United Methodist Church and Iowa City Boys Baseball, and is involved with Real Money Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Margaret Grimmer is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has worked previously at LPL Financial and Laura Mossakowski LLC. Outside of her advisory role, she has been involved in managing a rental real estate business. Edward Jones serves a wide range of clients, including individuals and institutions, offering various advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Travis Whitmore is a CFP®-credentialed financial advisor with Edward Jones, based in North Liberty, IA, with 11 years of industry experience. He has been with Edward Jones since 2014 and also provides private hitting lessons outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Ryne Schooley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024. In addition to his advisory role, Schooley is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Jordan Brown is a financial advisor with Ameriprise in Iowa City, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at ACT, Inc. and held roles at The University of Iowa in Outreach and Engagement as well as Urban and Regional Planning. He is also involved in independent insurance brokering through Wellmark Insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports, supported by a centralized retirement-income consulting team.

Derek Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Voya Financial Advisors and Diamond Dreams Sports Academy. He serves as a board member of the nonprofit organization 100+ Men Who Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party model strategies across multiple platform arrangements.

Gracyn Steckly is a financial advisor at Edward Jones in Coralville, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Mickey's, Texas Roadhouse, and Frog Hollow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Alexander Zipse is a Series 66-licensed financial advisor with Raymond James Financial. He has three years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Prior to his current position, he worked at the University of Iowa Hospitals and Clinics and held various roles at Follett Corporation, Walmart, Aramark, and the University of Iowa. He is also involved with James Investment Group in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation with a municipal advisor.

Greg McLaughlin is a financial advisor with Cambridge Investment Research Advisors in Coralville, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at VOYA Financial Advisors from 2014 to 2020. Outside of advisory roles, he co-owns and operates a web-based proofreading service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of investment platforms and offers both proprietary and third-party model strategies tailored to client objectives.